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John Overdeck’s Emcor EME Stock Holding History

John Overdeck’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.24M Sell
11,133
-201
-2% -$170K 0.01% 1580
2026
Q1 		$8.37M Buy
+11,334
New +$8.25M 0.01% 1537
2023
Q4 		– Sell
-2,552
Closed -$537K – 3210
2023
Q3 		$537K Buy
+2,552
New +$534K ﹤0.01% 2240
2020
Q3 		– Sell
-5,398
Closed -$357K – 3205
2020
Q2 		$357K Buy
+5,398
New +$338K ﹤0.01% 2257
2019
Q3 		– Sell
-46,475
Closed -$4.09M – 3539
2019
Q2 		$4.09M Buy
46,475
+8,194
+21% +$664K 0.01% 991
2019
Q1 		$2.8M Sell
38,281
-18,959
-33% -$1.29M 0.01% 1238
2018
Q4 		$3.42M Buy
57,240
+49,745
+664% +$3.45M 0.01% 977
2018
Q3 		$563K Buy
+7,495
New +$578K ﹤0.01% 2368
2018
Q1 		– Sell
-18,532
Closed -$1.51M – 3233
2017
Q4 		$1.51M Sell
18,532
-2,788
-13% -$216K ﹤0.01% 1680
2017
Q3 		$1.48M Buy
+21,320
New +$1.41M 0.01% 1478
2016
Q4 		– Sell
-6,352
Closed -$379K – 3201
2016
Q3 		$379K Sell
6,352
-67,326
-91% -$3.72M ﹤0.01% 2603
2016
Q2 		$3.63M Buy
+73,678
New +$3.51M 0.02% 923
2016
Q1 		– Sell
-62,475
Closed -$3M – 2887
2015
Q4 		$3M Buy
+62,475
New +$3M 0.01% 886
2015
Q2 		– Sell
-182,570
Closed -$8.48M – 2866
2015
Q1 		$8.48M Buy
182,570
+88,946
+95% +$3.86M 0.04% 525
2014
Q4 		$4.17M Buy
93,624
+47,707
+104% +$2.05M 0.02% 704
2014
Q3 		$1.83M Buy
45,917
+2,711
+6% +$116K 0.01% 893
2014
Q2 		$1.92M Buy
43,206
+16,610
+62% +$754K 0.01% 1035
2014
Q1 		$1.25M Sell
26,596
-288,663
-92% -$12.7M 0.01% 1117
2013
Q4 		$13.4M Buy
315,259
+127,353
+68% +$4.97M 0.07% 348
2013
Q3 		$7.35M Buy
187,906
+113,682
+153% +$4.61M 0.05% 414
2013
Q2 		$3.02M Buy
+74,224
New +$2.91M 0.02% 701

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

John Overdeck's EME Position: Q2 2026 in Review

John Overdeck reduced its Emcor (EME) stake by 1.8% in Q2 2026, selling an estimated $170K and leaving 11,133 shares worth $9.24M. The position accounts for 0.01% of the portfolio, ranked #1580.

John Overdeck first reported a position in EME in Q2 2013 and has held it in 21 quarters since. The position peaked at $13.4M in Q4 2013. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • John Overdeck held 11,133 shares of Emcor worth $9.24M as of Q2 2026.
  • John Overdeck sold 201 Emcor shares in Q2 2026, an estimated $170K.
  • Emcor made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1580 holding.
  • John Overdeck first reported a position in Emcor in Q2 2013 and has held it in 21 quarters since.
  • John Overdeck's Emcor position peaked at $13.4M in Q4 2013.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.